Document management

Documents + StackGo

Documents at the intake and monitor step of a compliance workflow.

We found no public integration surface for Documents: no Zapier app and no published events.

Document management Tool in workflow Not connected yet
What Documents is

The otris solution platform (Documents) is an ECM platform for managing documents and business processes.

Description supplied by Documents.

Where it sits

Documents at the intake and monitor step

What StackGo can write into Documents

Named fields, not a link to a portal. These are the fields StackGo writes on the systems it connects to today; a Documents connector would offer the same.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

Questions

Common questions about Documents

What is a document integrator?

We found no public integration surface for Documents — no Zapier app and no published events. That is the honest reason there is no StackGo connector, and it is the thing that would have to change first.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Want Documents connected?

Requests decide the build order. Tell us and we will tell you where it sits.

Request this integration

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.